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Politics : Don't Blame Me, I Voted For Kerry

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To: stockman_scott who wrote (10281)3/28/2004 12:48:28 AM
From: $MogulRead Replies (2) of 81568
 
SI's $Mogul's 2004 Presidential Election Prediction:

John Kerry will be elected the next US president.

Adjust your non-core portfolio's accordingly, as the market has not priced in a Kerry win. The more electable Kerry is to the market the lower the indices will go short term. Short term going in to Q4 2004 and Q1 2005 we should see a healthy retraction in the equity markets. Going into Q3 05" valuations and multipules should be more attractive then are are currently (Q2 2004).

All the best,

$Mogul

$Mogul
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